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Personal CFO Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Personal CFO Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,310
Closed -$821K – 561
2026
Q1 		$821K Sell
3,310
-55,831
-94% -$14.4M 0.12% 155
2025
Q4 		$14.6M Sell
59,141
-3,790
-6% -$932K 2.31% 7
2025
Q3 		$15.2M Buy
62,931
+59,446
+1,706% +$13.6M 2.67% 5
2025
Q2 		$752K Sell
3,485
-179
-5% -$36K 0.14% 158
2025
Q1 		$731K Buy
3,664
+252
+7% +$54.7K 0.15% 154
2024
Q4 		$754K Buy
3,412
+40
+1% +$9.12K 0.15% 142
2024
Q3 		$745K Sell
3,372
-862
-20% -$184K 0.1% 193
2024
Q2 		$859K Sell
4,234
-95,050
-96% -$19.2M 0.13% 148
2024
Q1 		$20.9M Sell
99,284
-6,194
-6% -$1.24M 3.26% 2
2023
Q4 		$21.2M Buy
105,478
+4,819
+5% +$863K 3.67% 2
2023
Q3 		$17.8M Buy
100,659
+97,482
+3,068% +$18.3M 3.52% 2
2023
Q2 		$595K Sell
3,177
-57
-2% -$10.2K 0.12% 169
2023
Q1 		$577K Buy
3,234
+91
+3% +$16.8K 0.12% 164
2022
Q4 		$548K Sell
3,143
-438
-12% -$77.9K 0.12% 177
2022
Q3 		$591K Buy
3,581
+169
+5% +$30.8K 0.15% 135
2022
Q2 		$578K Buy
3,412
+991
+41% +$183K 0.14% 131
2022
Q1 		$497K Sell
2,421
-482
-17% -$98.3K 0.1% 201
2021
Q4 		$646K Sell
2,903
-100,395
-97% -$22.7M 0.12% 162
2021
Q3 		$22.6M Buy
103,298
+100,672
+3,834% +$22.3M 4.63% 2
2021
Q2 		$602K Sell
2,626
-197
-7% -$44.3K 0.12% 161
2021
Q1 		$624K Buy
2,823
+203
+8% +$44.3K 0.13% 140
2020
Q4 		$514K Sell
2,620
-86,295
-97% -$15.1M 0.13% 154
2020
Q3 		$13M Sell
88,915
-2,331
-3% -$351K 4.33% 3
2020
Q2 		$13.1M Buy
91,246
+87,767
+2,523% +$11.5M 3.87% 4
2020
Q1 		$398K Buy
3,479
+387
+13% +$57.7K 0.14% 141
2019
Q4 		$512K Buy
3,092
+9
+0.3% +$1.42K 0.15% 148
2019
Q3 		$467K Buy
+3,083
New +$471K 0.19% 139

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal CFO Solutions's IWM Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,310 shares — an estimated $821K sold.

Personal CFO Solutions first reported a position in IWM in Q3 2019 and held it in 27 quarters. The position peaked at $22.6M in Q3 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 3,310 iShares Russell 2000 ETF shares in Q2 2026, an estimated $821K.
  • Personal CFO Solutions first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 27 quarters.
  • Personal CFO Solutions's iShares Russell 2000 ETF position peaked at $22.6M in Q3 2021.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.